What types of valuation methods are supported?

It primarily supports Discounted Cash Flow (DCF) enterprise and equity valuation, including WACC calculation via CAPM and terminal value via perpetuity or exit multiples.

Does this skill require external Python libraries like Pandas or NumPy?

No, all scripts in the Financial Analyst skill are built using the Python standard library, ensuring they run in restricted environments without additional dependencies.

Can I use this for industry-specific metrics like SaaS MRR?

Yes, the skill includes specialized configurations for various industries including SaaS (MRR/ARR), Retail, Manufacturing, and Healthcare.

How does the budget variance analyzer handle materiality?

You can set custom materiality thresholds by percentage or dollar amount to filter out noise and focus on significant financial discrepancies.

Financial Analyst

Name: Financial Analyst
Author: alirezarezvani

byalirezarezvani

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1,982

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Ciencia de Datos y ML

Conducts comprehensive financial modeling, including DCF valuations, ratio analysis, and budget variance reporting for strategic decision-making.

The Financial Analyst skill transforms Claude into a production-ready financial toolkit designed for professionals performing complex modeling and forecasting. It provides specialized scripts for calculating over 20 financial ratios, building multi-year Discounted Cash Flow (DCF) models with sensitivity analysis, and automating budget vs. actual variance reports. With built-in industry adaptations for sectors like SaaS and Healthcare, this skill streamlines the entire financial analysis lifecycle—from data validation and WACC calculation to executive reporting and rolling cash flow projections—all using Python's standard library for maximum portability.

Características Principales

01Advanced DCF valuation with WACC calculation and two-way sensitivity analysis.

02Industry-specific metric sets for SaaS, Retail, Manufacturing, and Healthcare.

03Budget variance tracking with materiality filtering and root cause classification.

04Driver-based revenue forecasting and 13-week rolling cash flow projections.

051,982 GitHub stars

06Automated financial ratio analysis across profitability, liquidity, and leverage.

Casos de Uso

01Building scenario-based rolling forecasts (Base/Bull/Bear) for strategic planning.

02Automating monthly departmental budget variance analysis and management reporting.

03Preparing investment valuation reports and sensitivity tables for stakeholders.

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add alirezarezvani/claude-skills financial-analyst

For use in Claude.ai and ChatGPT

Download Skill